Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.15M Sell
24,251
-3,035
-11% -$790K 2.05% 13
2025
Q4
$7.42M Buy
27,286
+1,960
+8% +$526K 2.38% 9
2025
Q3
$6.45M Buy
25,326
+10,201
+67% +$2.3M 2.15% 12
2025
Q2
$3.1M Sell
15,125
-6,799
-31% -$1.37M 1.13% 31
2025
Q1
$4.87M Sell
21,924
-2,807
-11% -$650K 1.85% 15
2024
Q4
$6.19M Buy
24,731
+159
+0.6% +$37.5K 2.13% 13
2024
Q3
$5.73M Sell
24,572
-49
-0.2% -$10.9K 2.02% 15
2024
Q2
$5.19M Buy
24,621
+7,253
+42% +$1.35M 1.96% 17
2024
Q1
$2.98M Buy
17,368
+10,788
+164% +$1.96M 1.08% 39
2023
Q4
$1.27M Sell
6,580
-63
-0.9% -$11.6K 0.51% 46
2023
Q3
$1.14M Buy
6,643
+2,049
+45% +$376K 0.49% 33
2023
Q2
$891K Buy
+4,594
New +$801K 0.61% 26

Other funds holding AAPL